Vanguard Growth ETF shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $280k | 681 | 410.44 |
| 2024-09-30 | $262k | 681 | 383.93 |
| 2024-06-30 | $503k | 1.3k | 374.01 |
| 2024-03-31 | $656k | 1.9k | 344.20 |
| 2023-12-31 | $641k | 2.1k | 305.58 |
| 2023-09-30 | $571k | 2.1k | 272.31 |
| 2023-06-30 | $572k | 2.0k | 282.96 |
| 2023-03-31 | $505k | 2.0k | 249.44 |
| 2022-12-31 | $431k | 2.0k | 213.11 |
| 2022-09-30 | $392k | 1.8k | 213.86 |
| 2022-06-30 | $287k | 1.3k | 222.83 |
| 2022-03-31 | $221k | 787 | 280.81 |
| 2021-12-31 | $253k | 787 | 321.47 |
| 2021-09-30 | $228k | 787 | 289.71 |
| 2021-06-30 | $230k | 787 | 292.25 |
| 2021-03-31 | $171k | 654 | 261.47 |
| 2020-12-31 | $153k | 602 | 254.15 |